EAC Tools has the following enhancements:
- Updated everything to 2024:
-- 2024 ERISA 4044 an 4050 mortality tables.
-- Updated various function demos to 2024.
-- Updated PBGC Retirement Rate Categories to 2024 and added auto download for future years.
-- Added CPI-U and CPI-W for all months of 2023. - New tables and charts (see below).
- Added new estimated future 417(e) mortality table "LS2025est". This is a projected table using the methodology that was used by the IRS it produce the table for 2024. This works for any year greater than 2024, although "LS2025est" is the only table shown in the list of tables.
- Faster startup: Upon Excel launch, the EAC Tools add-in does the following:
-- checks to see if there is an updated version is available.
-- checks to see if updated segment rates are available.
With this version, the HTTP download comes from just one small text file instead of two, resulting in a faster startup. - Faster startup: eliminated check for old Utilities add-in which was deprecated one year ago, this was a relatively slow process, and it is no longer needed.
- Fixed special handling of compound YrsCert for AESLtoJL function in Explainer and Audit
- Enabled mouse wheel scroll for lists on various user dialogs.
- Added new function TRate3 to return the 3-Year Treasury Rate.
- Social Security Period Life Tables upgraded to allow any year that has been published by the SSA. These tables are contained in a new database file EACDataPLT.accdb.
- Added new functions PVJLX_WS and AESLtoJL_WS to handle specialized joint & survivor annuities with years certain.
- Fixed a minor issue where the present value of a joint life annuity axy should be 0 (instead of .5427 = 13/24) in the case where the "current age" is greater than the mortality table's terminal age. This had no effect on any other results.
- Fixed a minor issue where combining two tables using the "^" option cause qx=2 at the terminal age, instead of qx=1. This caused a strange result at the final age, but the affect was practically nil.
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